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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Synergy Asset Management
Washington
$9.44M +$1.89M +37,660 +29%
CWP
527
Cyndeo Wealth Partners
Florida
$9.4M +$8.43M +168,070 New
AWM
528
Axxcess Wealth Management
California
$9.34M +$1.69M +33,780 +25%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$9.32M +$606K +12,090 +8%
SWP
530
Stratos Wealth Partners
Ohio
$9.28M +$688K +13,730 +9%
IFG
531
Independent Financial Group
California
$9.24M +$26.1K +520 +0.3%
PFO
532
Pathstone Family Office
New Jersey
$9.23M +$2.56M +51,020 +31%
CWM
533
Calamos Wealth Management
Illinois
$9.22M +$1.2M +23,850 +17%
AUB
534
Atlantic Union Bankshares
Virginia
$9.13M +$49.1K +980 +0.6%
OPCM
535
Osborne Partners Capital Management
California
$9.09M +$148K +2,950 +2%
GAM
536
Gotham Asset Management
New York
$9.06M -$2.11M -42,070 -21%
JIC
537
Johnson Investment Counsel
Ohio
$9.01M +$15K +300 +0.2%
MC
538
Muhlenkamp & Co
Pennsylvania
$8.99M -$8.02K -160 -0.1%
OCMI
539
Oaktop Capital Management II
New Jersey
$8.95M – – –
SGA
540
Strategic Global Advisors
California
$8.89M -$151K -3,010 -2%
GFG
541
Greystone Financial Group
Michigan
$8.82M +$4.21M +83,990 +114%
SAM
542
Strategy Asset Managers
California
$8.74M -$130K -2,590 -2%
NC
543
Nicholas Company
Wisconsin
$8.73M – – –
AF
544
Alerus Financial
North Dakota
$8.72M +$73.7K +1,470 +1%
KWM
545
Kingsview Wealth Management
Oregon
$8.71M +$619K +12,340 +9%
NEAM
546
New England Asset Management
Connecticut
$8.65M +$50.1K +1,000 +0.7%
NGA
547
Naples Global Advisors
Florida
$8.65M +$50.6K +1,010 +0.7%
FCH
548
Freestone Capital Holdings
Washington
$8.61M +$865K +17,250 +13%
EWM
549
Endurance Wealth Management
Rhode Island
$8.6M +$3.26M +65,010 +73%
DAM
550
Deltec Asset Management
New York
$8.59M -$1.75M -35,000 -19%
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